Updates 2/1/2026

Notable Features

• CRM Feature
  
  • We have begun creation of a CRM system within MSA. The new CRM function will be seen on your left hand navigation bar in place of the customer list button.
  • Clicking the CRM will open up two options, Customer list and the CRM system, which is a full screen version of the chat window.
  • The mini-chat window now has an expand button on the top left of its modal. this will bring you to the full screen chat view.
  • Full screen chat (CRM page), now has a search setting on the customer list of recent chats. if you search, it will search open chats as well as your entire customer list so you can open a chat dialog with anyone.
  • Right hand pane of the CRM will show you customer contact info, customer notes, and a create job button to directly make a new job for the customer you are chatting with directly from the screen.
  • Once you have selected a job from that customers drop down, you will now see the job notes as well, and you can click the -> button to bring you directly into the job. Here we also have quick chat options that give you the ability to send job update, payment requests, authorization requests, estimate, and follow up messages without leaving the CRM view.
  • Improved on the Admin chat, which you get to by looking at the "recent" messages on the left hand side, and clicking the "support" button in the middle above the recent messages stream. On the Support view, we have the support chat in the middle to message with us directly, as well as all out knowledge base items on the right hand panel for you to use as a resource on how features work.
  • Added a "referred by" field to customers so you can track who or what referred a customer to you.
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• Work Completed Report
  
  • On the Dashboard, each user has a new tab on the right hand pane. This new tab is called the Work Completed report
  • The Work completed report is a daily view of all the employees who completed (or tracked time) on tasks that day.
  • The report will show each employee, the job the tasks were on, the task they worked on, and the hours they spent on it. It will give an efficiency for each employee
  • At the top of the report, it gives a total for the day, which would be total hours clocked in, total time tracked on tasks in jobs, an effiiciecy (which istask hours/total hours), and a productivity (which uses estimated times on book and fixed task + hourly time on hourly tasks / time clocked in). it EXCLUDES to-do tasks and internal priced tasks on job, which we consider non-billable hours.
  • Technician level userswill have the report but the report only shows their own metrics.
  • Managers have the entire shop displayed as their metrics.
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• Task Grouping/Package pricing
  
  • Inside of a task with parts attached to it, we added a selector box for how to display the task with its parts on the work order.
  • Default Option is how it currently is, which we call detailed. This just displays the task and all the parts individually.
  • Detailed with subtotal is the next option. with this view, we show the task and all the parts individually with their price showing, but add a subtotal for the group.
  • Subtotal Only shows the task and the parts, but hides the pricing for all of them, only showing a subtotal for the group.
  • Combined is the last option. This option shows the task name and description, but no price, and none of the attached parts. It uses the subtotal as the price.
  • Important to know - when exporting to quickbooks, it will display the task and parts with their price on the invoice in quickbooks. We must do this or else your accounting in QBO will be incorrect. especially if you are using subtotal only or cobined view, its recommended to show customers the MSA invoice only, and use the QB invoice for accounting.
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• Job Profitability Report Improvements
  
  • We added a field to users so you can put their hourly wage under their profile ( only managers can do this and see it).
  • With the real wage cost added to the hours tracked on job, we can now report gross hourly profit on tasks.
  • The new and improved job profitability report will show gross profit on the services and parts, as well as gross profit per hour worked.
  • Labor and Parts collapsed by default, and updated styling to improve how the report shows up.
  • Service items are expandable to show individual employee hours tracked on each task to know where the gross profit comes from.
  • Added the ability to print this report as well.
    

• Job Priority settings
  
  • ‍in the shop settings page we added a table where you can set priority fields and the color they represent. You can then assign a priority to any job based on the table, and the job ticket on the jobs page will be colored in that priorities respective color. Additional, job zones can now be sorted by priority as well (which is based on the order of the table in the shop settings)
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• Added a + to add time in quantity amounts to tasks
  
  • ‍If a user has the ability to edit time (managers and techs with permission), you will now have a + icon next to the start/stop timer button on each task. this will allow you to manually add time in increments rather then having to edit a start and stop time to set hours.
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• Added a New hourly rate that is Technician dependant
  
  • Managers can edit users profiles and will see a new field for "expense rate". this field is editable to what that employee bills out to customers for you if it is different from all the other rates.
  • inside of a task, you now have the option to select use technician rate, and it will use the rate the technician bills at for the task. if you have multiple users that have different rates, we calculate the combined rate based off how many hours each tracks and display it as an average rate with a combined hours.
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• Added the Outsourced work to the zones page
  
  • When you send work to another shop that uses MSA, the jobs that other shop creates will be added to your outsourced work zone. This allows you to track the work they are doing just like a customer to your shop would view the work you do for them.
  • We added the ability for you to select what shops you want to connect to.
  • We fixed the chat between connected shops so now those chat streams between two shops show up correctly on the CRM and mini chat modal in the outsourced section.

UI Improvements

• Jobs report - we added a field that displays the estimate conversion rate during the time period selected. To calculate this, we look at any estimates created in that time perfiod and if they were converted to jobs or not.
• On printed work order view, we added the folder name to the header bar beside the job information so you can know what folder the work order is for.
• Inside of the job view on a job, we added the ability to have a "show all" for when you utilize folders on jobs. This will give a view that shows all the tasks and parts from each folder on one list, but you cannot reorder the items as that can only be set inside the respective folder the task is in. This show all folder is a shop setting you must turn on to have this view.
• On the Calendar view, we added the total hours a job has on it on the hover-over preview. this lets you know know how much work a job still has to go without having to go into the job.
• We added an "acccuntant" role, which is a technician type, with specific features pre-set to represent what an accountant would need to see or view. The key is that when they click on a job, it jobs straight to the work order view rather then the job view.
• Removed the time stamps and user names from customer visible job updates.
• Added shop setting to let you specify you time to be displayed in 12 or 24 hour format.
• Added a Shop setting to let you specify how your da/month/year is displayed, so for international customers DD/MM/YYYY is common, whereas US shops typically use MM/DD/YYYY
• Added a column to the payments report to indicate if the payment has been exported or not.
• Reworked the notes modal within a job. There were two versions of the same thing, so we combined them into one, added the comments to the modal, restyled it, and allow you to make changes directly on it now.
• made the external reference (quickbooks) visible from the job part/task/customer view so you can see what its referenced to.
• Made the to-do list manually sortable. also added a red dot indicating if the person logged in has any to-do tasks assigned to them.
• Added the ability have multiple addresses for your shop. This way you can have a location for the office, a shipping address, billling address, etc.
• Turn 14 vendor now has the ability for you to configure their profile with your respective account info, sales rep, etc.
• Added the ability to drag and drop parts on estimates and work orders to reorder them.
• Added the ability to select folders when editing a job task. this also lets you move completed tasks to different folders within the job.
• when creating a new zone, you can now select what department the zone needs to go in directly, as well as what type of zone it is (estimate/active/completed). also added the ability to change the names of estimate zones and completed zones.
• Added a feature that shows the total hours in a zone when you hover the cursor over the zone, the total hours will display under the zone header. This is a setting you can turn off with your user profile if you dont need it.
• Added a "pick list" to the print options on a job. this pick list is a list of all the parts on the job that has quantities, locations, name and description.
• Added a notification to the chat stream if a message was undeliverable. This was common if you sent a message to a land line or numbers outside on US/CAN.
• Reworked and updated the photo viewer, so now you can scroll through pictures and the notes on the picture now work better.

Bug Fixes

• Fixed a bug that was causing the waivers to not display correctly.
• Fixed a bug with toggling off inventory tracking not saving.
• Fixed a very slow loading time from the zones page when you had large jobs or many of them.
• fixed a bug where messages to admin were disappearing from the users message screen.
• fixed a bug where the sidebar on the calendar was limiting people from adjusting the jobs duration on the calendar.
• fixed the import customer button on the customer database and brought it back to be visible.
• fixed a bug when you were typing in a part name or number to add a part, if you paused for a second, the text field would lose focus when it checked to see if any of your connected vendors had the part.
• fixed a bug that allowed users to create new shop tasks even though they didnt have permission to do so.
• fixed several bugs related to merging customers
• fixed a bug that was checking for name matches when typing a customer name into the add job field.
• fixed a bug that allowed technicians to edit some of their own settings.
• fixed a bug that was displaying job notes incorrectly after making changes to it.
• Fixed a bug where searching in the name field for adding a part to a PO didnt do anything.
• Manually reordering jobs in a zone set for manual ordering was buggy. fixed so it should stay sorted how you manually reorder them.

Additional Improvements

• Added the ability to disconnect from a vendor you were connected to.
• Added a shop option so that if you use the Jotform integration, you can set if form submissions automatically create new estimates or not. If you have a lot of spam on your website, or a lot of questions that arent directed to new work, it reduces the clutter created by automatically generated estimates.
• Added a shop setting that lets you restrict users from starting or tracking time on jobs that havent been authorized by the customer.
• Added a new user email that sends to the email when creating a new user for setting passwords and logging in.
• Made the customer contact information a user permission
• Fixed the discount/fee modal so it now has the external reference for connecting it to quickbooks.
• If a technician doesnt have the permission to view the work order, they can no longer view estimates either.

Let us know what you think, and keep the feedback coming. We're actively working on more improvements and preparing the next major update.

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